Joe Michael Chin

Current Employers

Plan Financial

9 E River Park Pl E, Suite 440, Fresno, CA 93720-1530 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-09-18

CA RA
APPROVED

Since 2025-09-18

Branch Locations

9 E River Park Pl E, Suite 440, Fresno, CA 93720-1530 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Plan Financial	Fresno	CA	12/2012	Present

12/2012 → Present

Plan Financial

Fresno, CA

Previous Registrations

2008-07-09 → 2012-12-31

Beechwood Wealth Advisors, Llc

Fresno, CA
2007-02-05 → 2008-04-22

Kms Financial Services, Inc.

Seattle, WA

Fresno, CA
2003-07-10 → 2007-01-17

Park Avenue Securities Llc

Fresno, CA

Fresno, CA

Other Businesses

BROKER-HEALTH INS: BLUE CROSS, BLUE SHIELD, HARTFORD, UNITED AMERICAN, UNUM, PROVIDENT, D MICHAEL RUDE INSURANCE SERVICES, GUARDIAN. LIFE INSURANCE - FIXED PRODUCTS/TERM ONLY: TRANSAMERICA, EMPIRE GENERAL, FIRST COLONY, AMERUS.PRINCIPAL FINACIAL, GUARDIAN FIXED ANNUITIES: JACKSON NATIONAL, MANULIFE DISABILITY: PROVIDENT, PRINCIPAL

Current Employers

Plan Financial

Disclosures

Employment History

Previous Registrations

Other Businesses

Designations

Other Names

Other Firms

Other Investors

Other Offices

Reviews